by Roger Montgomery's Team Posted in Old Content.

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I think we could see another meaningful pullback in global equities, triggered by volatility in U.S. bond markets. It’s a scenario we are looking forward to as it creates a fresh opportunity to invest in quality businesses at the right price. Continue…

by Roger Montgomery Posted in Market commentary.

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Roger joined Ingrid Willinge on Your Money’s Trading Day Live to discuss Australia’s growth outlook. Is the RBA too aggressive with its GDP forecast? The weak data we see may force the RBA to revise their forecast and maybe even cut rates.

by Roger Montgomery Posted in TV Appearances.

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by Roger Montgomery's Team Posted in Old Content.

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One of the more profound changes to the practice of investment management in recent years has been the improvement in the availability of information; a change driven by both regulation and technology. Continue…

by Tim Kelley Posted in Companies, Investing Education.

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With so much focus these days on digital advertising, it’s easy to forget that traditional forms of advertising can also be quite profitable. Take outdoor media, for example, where revenue growth has been resilient over the last year. Continue…

by Stuart Jackson Posted in Media Companies.

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Norwegian company Equinor has just released a draft environmental plan for deep water oil drilling in the Great Australian Bight. A misstep in this project would have disastrous environmental, social and economic impacts for all Australians, which is why we think it should be rejected. Continue…

by Roger Montgomery Posted in Insightful Insights.

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In this interview on Money News, Roger discussed the results from the recent earnings season. Those considered small caps,  the ratio of companies downgrading their guidance for the next 12 months was 3:1 and for the top 100 companies twice as many are downgrading than upgrading.  How will this play out for the general economy?

by Roger Montgomery Posted in Radio.

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